![]() ![]() Announce the new hire to the rest of your staff.Send a welcome email with details about their first day, including where to park and what to bring.Issue keys and badges they’ll need to access the workplace.Provide their uniform or share your company dress code.Prepare necessary work equipment, such as sending computers for remote employees, a first-day agenda, and even a welcome gift.Set up the employee’s accounts, computer logins, and other technical requirements.Prepare to welcome the new hire by making sure you: Once their signature is in, you can set up their workstation, job equipment, and logins for their first day. Then have new hires fill out their paperwork before the start date. Send them an I-9, W-4, or other relevant tax forms.Collect their benefits enrollment information.Ensure all parts of your payroll systems are set up. ![]() Get their banking information to set up direct deposit.Collect their emergency contact information.Signing this essential paperwork officially brings your new hire into the fold. Once you've picked your candidates, it's time to process their new hire paperwork. Planning before their arrival will help you transform the onboarding process into a smooth process for you and your new hire. Make payment schedules and other financial information easy to access.Share additional opportunities like employee benefits.Settle a PTO policy and share it with new employees.Give information about whether you offer health insurance and how to sign up for it.Outline company policies and consider creating an employee handbook.Here are the main topics to focus on for new hires: Whether they want to know about your businesses policies or benefits, your team needs a reliable source of accurate information. A solid onboarding process supports your new employee from the moment they accept your job offer through their first year of employment.īefore bringing in a new employee, ensure your new hires receive up-to-date resources. Īnd there you have it! Whether you’re using the checklist or using our complete guide, you’re on the right track to be an expert in no time.The onboarding process begins before your new employee steps foot in the building. Customizing Invoices Within QuickBooks Online.Adding Products and Services, Customers, and Vendors to Lists in QuickBooks Online.Use our QuickBooks Test Drive to familiarize yourself without using real data.Look into QuickBooks Payments and see if it’s right for you.Ĭreate your first Invoice ( +New > Invoices or Invoicing > Invoices tab) Set your default Net Payment invoice terms.Decide if you want to track inventory. ![]() Sales Form Settings ( Gear Icon > Account and Settings > Sales) Only use this feature if you have bank accounts, customers, or vendors that don’t use your home currency.
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